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Aon · 3 days ago

Houston / The Woodlands New Business Analyst

Houston, TX

Full-time

Hybrid

Entry, Mid Level

$65K/yr - $95K/yr

2+ years exp

Aon Corporation is seeking a New Business Analyst in Houston/The Woodlands. In this role, you will collaborate with commercial leaders to implement growth initiatives, utilizing technology and analytics to enhance client engagement and support sales strategies.

ConsultingProfessional ServicesRisk Management

Responsibilities

Participate in national, regional, and working group calls with Sales Enablement/Operations and other NBAs, Project Managers, offshore teams, and Sales Enablement leaders

Partner with Sales Directors to identify and activate new business initiatives in the local office

Use Local Market Planning, Account Information Dashboard and other whitespace/prospecting tools to build and implement targeted growth strategies

Facilitate the Client Feedback process and generate insight to grow and retain existing clients in partnership with commercial leaders and account teams

Provide strategic guidance and operational support for the adoption and implementation of key North America Growth processes (Strategic Account Reviews, Quarterly Producer Reviews, Jeopardy, Client Planning, etc.)

Facilitate account and industry research using AI, analyst reports, and financial sources to identify risk profiles, industry trends, business challenges and opportunities aligned with Aon solutions

Identify prospects and clients for outreach initiatives and ensure that marketing automation and CRM platforms are configured to track commercial results

Implement national sales initiatives at the local level, including industry, product, cross-sell, and named account strategies

Coordinate annual business planning and goal allocation with local leadership, aligned with North American tools and process

Partner with Regional and National Sales Operations to deliver consistent pipeline and financial reporting and insight via Power BI and other analytics platforms

Review marketing campaign and event effectiveness and recommend local actions to improve results

Help build market level and individual sales plans, including Quarterly Producer Assessment reporting, accurately and on time

Provide operational assistance and strategic analysis for prospect and client presentations

Support Sales Directors and Managers with revenue analyses, performance valuation, and sales/marketing statistics

Serve as the office Aon Connect expert, supporting users with training and licensing for new hires and ongoing team training

Coordinate with CRM technology team on rollout of new features and enhancements, enhancement requests, and functional issues

Participate in the AC national support team

Use and provide regular feedback on Aon enterprise grade reporting tools to ensure they meet regional and local needs

Develop insights to manage the new business pipeline, whitespace, and provide proactive insight to accounts in Jeopardy

Partner with commercial and solution line leaders to conduct regular review of KPIs associated with New Business and Retention activities (including Global Standards)

Monitor and provide insight on client relationships and sentiment through client feedback surveys

Build strong relationships and collaborate with stakeholders at various levels across the organization to understand their process requirements and gather feedback

In partnership with Regional Sales Enablement team, drive stakeholders to efficient, effective, and scalable ways to meet their needs

Qualification

Analytical skillsCRM managementPower BIProcess improvementLeadership experienceCommunication skillsInterpersonal skillsPresentation skillsOrganizational skillsProblem-solving skills